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Disclosery

CIC Wealth, LLC: PSA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CIC Wealth, LLC on PSA, newest first. How the timeline and the estimate are built.

CIC Wealth, LLC held 2,698 PSA shares at 2024-09-30 per its 13F-HR filed 2024-11-08.

the latest 13F is the newest step

  1. period ended2024-09-30
    13F 2,698 shares
    Change vs previous 13F +56 shares

    0.25% of the 13F portfolio, value $981,810.

    13F-HR 0001951757-24-001188 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2024-06-30
    13F 2,642 shares
    Change vs previous 13F -206 shares

    0.21% of the 13F portfolio, value $760,041.

    13F-HR 0001951757-24-000490 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2024-03-31
    13F 2,848 shares
    Change vs previous 13F -174 shares

    0.24% of the 13F portfolio, value $825,961.

    13F-HR 0001951757-24-000270 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2023-12-31
    13F 3,022 shares
    Change vs previous 13F -372 shares

    0.29% of the 13F portfolio, value $921,670.

    13F-HR 0001951757-24-000009 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2023-09-30
    13F 3,394 shares
    Change vs previous 13F -157 shares

    0.32% of the 13F portfolio, value $894,448.

    13F-HR 0001951757-23-000519 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2023-06-30
    13F 3,551 shares
    Change vs previous 13F +716 shares

    0.36% of the 13F portfolio, value $1,036,320.

    13F-HR 0001951757-23-000400 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2023-03-31
    13F 2,835 shares
    Change vs previous 13F +1 shares

    0.32% of the 13F portfolio, value $856,520.

    13F-HR 0001951757-23-000256 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2022-12-31
    13F 2,834 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $794,116.

    13F-HR 0001965909-23-000001 filed by CIC Wealth, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).